financial adviser prospecting

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When clients say “too expensive” there is a value gap
by Tony Vidler        If there is one objection which continually gets professionals in a tangle it is the client who says “it’s too expensive”.  When a client says “too expensive” YOU you haven’t done your job…there is a gap between the value being delivered and value being perceived by the client.  A value gap […]
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What are we really “selling” in Professional Services?
by Tony Vidler        It is a simple enough question but knowing what we are REALLY selling makes a profound difference to an advisers’ business success. So what are we really selling?   People in the industry tend to answer by saying “product”….people think they are selling insurance product, or wealth creation products, or taxation products….or […]
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How Effective is Advertising For Lead Generation?
by Tony Vidler        Lead generation advertising is one of those things that every firm considers and is willing to do…but only if they are confident it will work.  And every firm has seen too much of it that doesn’t work to have confidence in spending big money on lead generation advertising. Yet, there is […]
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What financial advisers do
Note to self: Must take charge of my own brand
by Tony Vidler        I listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else.  End result: I must take charge of my own brand, because this experience provided a shining example of why some prospects see us the […]
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What do Life Insurance customers want?
by Tony Vidler        One of the questions that continually vexes professionals is “what do customers want?“ In the life insurance area of financial services the answer is even tougher to find than usual, because insurance for virtually all consumers is an absolute grudge purchase.  When we think about it logically every person who buys […]
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How to create more compelling offers
by Tony Vidler        What financial advisers do is valuable, but it is often not compelling.  To creating more compelling offers  we need to bring the long term into short term focus, and the secret to that is defining short term gain. Becvause retirement is so far away…there’s plenty of time to do stuff, right?  […]
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go to financial adviser
6 Steps to becoming the “Go To” Adviser
by Tony Vidler        “The modern sales professional doubles as an information concierge – providing the right information to the right person at the right time in the right channel.  Socially surround your buyers and their “sphere of influence”…”   Jill Rowley; Oracle.   The phrase “information concierge” captures the essential strategy for professional positioning […]
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The Easiest FREE Way To Get Found By Prospects
by Tony Vidler        If you want to get found – and chosen – by prospects you really need to nail that LinkedIn profile!  It is the easiest – and cheapest – way to get a good online presence if a prospect does decide to check you out (and most do I’d guess).   Surprisingly […]
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How To Fix A Prospecting Problem
by Tony Vidler        The “prospecting problem” is the most frequently requested area for help from financial advisers…it is the perennial problem.  There just never seems to be quite enough of them to meet the new client acquisition needs of the firm AND it is getting harder to get prospects attention and have them engage. […]
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Professional Credibility & the “Trust Me…I am experienced” line
by Tony Vidler        “Trust me…I’m an experienced professional…” How many times do we hear a professional claiming that a client should trust them and deal with them because they have X number of years experience?  Does this “years of experience” thing really translate into professional credibility?   Increasingly cynical consumers ask themselves “do you […]
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